Comcast’s CEO says T-Mobile pact will enhance business market share
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Also, here's coverage of other key stories on Comcast:
- Comcast Business’ Nitel acquisition enhances its managed networking capabilities
- Comcast Business ramps up its larger business presence, but small business challenges remain
- Comcast Business’ revenue base is approaching $10 billion
- Comcast Business advances to top rank on Vertical Systems Group’s 2024 U.S. SD-WAN LEADERBOARD
Comcast is keen to get a larger piece of the medium and large business services market, and it sees mobile as another key tool in the veritable toolkit.
Joining fellow cable MSO Charter, Comcast recently entered into a multi-year exclusive agreement with T-Mobile to utilize its network to deliver mobile services to its business customers across the U.S. Service is set to launch in 2026.
Charter and Comcast’s wireless partnership will leverage T-Mobile's advanced mobile network through a long-term Mobile Virtual Network Operator (MVNO) relationship. The MVNO will expand Charter’s and Comcast’s ability to deliver wireline and wireless offerings.
Its timing comes as traditional integrated large telcos like AT&T and Verizon continue to build off their already strong wireline business service base with wireless. Verizon's Business segment saw a 1.6% increase in wireless service revenue during Q2 2025, reaching $3.6 billion.
Speaking to investors during its second-quarter earnings call, Brian Roberts, CEO of Comcast, said that its relationship with T-Mobile will enable it to deepen its penetration with larger business customers.
“It was important for us to be able to use mobile in our relationships in the mid-market to win more share,” he said. “And the relationship with T-Mobile allows us to now do that in ways that we haven't been able to offer before.”
He added that Comcast continues to see business services rise as a revenue contributor within the broader company.
“Business Services now is about 25% of our Connectivity business,” Roberts said. “It's a $10 billion part of the company.”
Nitel’s new capabilities
Along with wireless, Comcast Business is enhancing its wireline service set with new security and networking capabilities.
Last December, Comcast Business announced a deal to acquire network-as-a-service (NaaS) provider Nitel, deepening its cloud-based network capabilities.
Nitel specializes in delivering advanced managed services and connectivity solutions to enterprise customers across the U.S.
A key element of the acquisition is that it brings Comcast Business more expertise in providing integrated managed network and security solutions to a customer base of 6,600 clients nationwide. Its strong focus is on mid-size enterprise clients, including those in financial services, healthcare, and education.
The company is integrating Nitel into its fold and adding aggregation capabilities in the U.S. It is also expanding sales channels, broadening the product portfolio, particularly in advanced security, and further network aggregation.
Nitel is also affecting Comcast Business’s revenue mix.
“Nitel contributed a few hundred basis points to revenue growth and about 100 basis points to EBITDA growth,” said Jason Armstrong, CFO of Comcast. “And we expect a similar positive impact for the next few quarters until we celebrate this deal next year.”
SMB, enterprise growth rising
Comcast continues to see growth with small businesses and enterprises, a trend that continued in the second quarter.
The company reported that its business service segment revenues grew 6.3% during the quarter to $2.57 billion.
Small to medium businesses (SMB) and Enterprise Solutions are seeing their service transition dynamics.
Amidst increased competition from fixed wireless operators, Comcast Business is seeing greater SMB adoption of advanced services like cybersecurity and Comcast Business Mobile.
Comcast Business is seeing continued movement in the Enterprise solutions segment, which Armstrong said is seeing “strong momentum.”
“This growing segment of our customer base has more complex needs, ranging from cybersecurity to multi-location connectivity, and they value integrated solutions and service reliability,” he said. “These are areas where we continue to invest and lead.”
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Sean Buckley
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